Overview
Assets Under Management: $154 million
Headquarters: LIVONIA, MI
High-Net-Worth Clients: 98
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.91
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 190
Discretionary Accounts: 189
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 110180
Last Filing Date: 2024-03-29 00:00:00
Website: https://cndfin.com